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Spdr Series Trust equity shares owned by AE Wealth Management

Quarter-by-quarter ownership of Spdr Series Trust equity (IBND) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Spdr Series Trust equity

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust equity held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust equity by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 39k 29.23
2023-09-30 $4.6M 170k 27.13
2023-06-30 $970k 34k 28.38
2023-03-31 $1.0M 36k 28.54
2022-12-31 $935k 34k 27.72
2022-09-30 $1.0M 41k 25.08
2022-06-30 $1.1M 40k 28.07
2022-03-31 $1.5M 47k 31.88
2021-12-31 $1.6M 46k 34.59
2021-09-30 $1.6M 45k 35.31
2021-06-30 $1.6M 45k 36.30
2021-03-31 $1.3M 37k 35.82
2020-12-31 $975k 26k 37.90
2020-09-30 $757k 21k 35.59
2020-06-30 $682k 20k 33.60
2020-03-31 $516k 17k 31.07
2019-12-31 $4.3M 127k 34.16